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How We Help

At Gordon Asset Management, LLC, we serve as financial advisor and consultant to individuals, families, businesses, and business owners.  We specialize in connecting the dots between workplace benefits and personal planning.

Individuals

Individuals

As an independent fiduciary, we are committed to offering objective and unbiased advice to help you meet your investing and planning needs.

Wealth Management
Businesses

Businesses

Company retirement plans operate at the convergence of complex laws & regulation, litigation, and investments.  Learn how we can help mitigate risks and maximize participant satisfaction.

retirement plan services
Entrepreneurs

Entrepreneurs

Business owners face unique challenges.  Whether its maximizing your company's value, reducing risks, or tax planning, we offer comprehensive solutions to maximize your unique situation.

Business owner consulting

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